Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nathan Fierston is a financial advisor at Fierston Financial Group Inc. in West Hartford, CT. William has been in the industry since 2019 and is a Certified Financial Planner. He is registered to offer investment advice in Connecticut.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
05/28/2024 - Present
Fierston Financial Group Inc. (WEST HARTFORD CT)
CO
02/22/2019 - 11/16/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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